Client relationship manager
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United States of America Patent
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Issued Date -
May 7, 2009
app pub date -
Sep 12, 2008
filing date -
Sep 12, 2007
priority date (Note) -
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Abstract
A method for managing a client relationship with a financial institution includes collecting information about a client, compiling the information to generate a validation summary, automatically setting expectations regarding account usage and activity of the client based on the information, creating a client profile with a risk determination for the client based on the expectations, routing the client profile with the risk determination for validation, and reviewing the validated client account at a date subsequent to a validation date of the client profile.
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